Patient Quote Report |
  
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The PATIENT QUOTE REPORT lists all open quotations for each patient by clinic, then by location within each clinic with subtotals for each. This is a useful follow up tool, using a complete list of open quotations.
The screen prompts are:
SELECT BY - Select to run this report by either LOCATION (if your user id is not configured with multiple location access, this field will be disabled) or by reporting REGION (if reporting regions have been configured within CONFIGURE SYSTEM SETTINGS > SYSTEM > REGION INFORMATION.)
REGION - If selecting to run this report by reporting REGION (above), “ALL REGIONS” will display by default. Use the drop down selection window to select to run this report for a specific region, or leave "ALL REGIONS". If running this report by reporting REGION, individual regions cannot be selected.
LOCATION - If running this report by LOCATION (above), select the specific location for which this report is to be run. Select either <ALL>, to run for all locations to which your user id has permissions, <SEL> to run for select locations to which your user id has permissions, or select one location from the list to which your user id has permissions.
FROM PATIENT NUMBER - Enter a starting patient number for the record selection. Click the 
button to search for a specific patient. Leave this field blank to search from the beginning of the patient file.
TO PATIENT NUMBER - Enter an ending patient number for the record selection. Click the button to search for a specific patient. Leave this field blank to search to the end of the patient file.
DATE TO USE - Select whether to base the report results on the QUOTE date (the date on the QUOTE) or the CREATED date (the date the quote was created.)
STARTING DATE - Enter a starting date for the record selection.
ENDING DATE - Enter an ending date for the record selection.
INCLUDE DEPOSITS - Select whether to include quotes with deposits or ONLY quotes with deposits.
INCLUDE ZERO QUOTES - Select whether to include zero dollar quotes or ONLY include zero dollar quotes.
REPORT OPTIONS - Select whether to run the report to PDF (Print) or Excel. (Note if running to Excel, more columns of information are displayed.)
Click CONTINUE to run the report with the selected criteria.
Click EXIT to close the window.